| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
4
5
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 11.3 | 0.0 | 11.3 |
| Stocks | 77.59 | 0.0 | 77.59 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 2.05 | 0.0 | 2.05 |
| Foreign Bonds | 0.59 | 0.0 | 0.59 |
| Foreign Stocks | 8.57 | 0.0 | 8.57 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.3 | 0.41 | -0.11 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Alleghany Corp DEL | Y | 13.74 | 3.09 |
| Madison Square Garden Co | MSG | 32.65 | 2.91 |
| Teleflex Inc. | TFX | 9.94 | 2.87 |
| JZ Capital Partners Ord/Inc | --- | --- | 2.79 |
| Oshkosh Corporation | OSK | 30.83 | 2.63 |
| Kennametal Inc. | KMT | 7.7 | 2.4 |
| Liberty Media Corporation | LMCA | --- | 2.37 |
| Harman International Industries, Inc. | HAR | 18.84 | 2.31 |
| Ingram Micro, Inc. | IM | 12.65 | 2.31 |
| Ap Alternative Ass | --- | --- | 2.27 |
